Francis Financial, Inc. Ishares Tr Esg Screened S&P Mi Transaction History

Francis Financial, Inc.

$353 Million
Q2 2025

A detailed history of Francis Financial, Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Francis Financial, Inc. holds 56,138 shares of XJH stock, worth $2.35 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

56,138

Previous 94,870 40.83%

Holding current value

$2.35 Million

Previous $3.71 Million 37.16%

% of portfolio

0.66%

Previous 1.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$34.28 - $41.6 $1.33 Million - $1.61 Million	-38,732 Reduced 40.83%	56,138 $2.33 Million
Q1 2025 May 12, 2025	SELL	$38.41 - $44.06 $11,791 - $13,526	-307 Reduced 0.32%	94,870 $3.71 Million
Q4 2024 Feb 14, 2025	BUY	$41.64 - $45.75 $443,007 - $486,734	10,639 Added 12.58%	95,177 $3.98 Million
Q3 2024 Nov 01, 2024	BUY	$38.71 - $42.43 $1.44 Million - $1.58 Million	37,160 Added 78.43%	84,538 $3.58 Million
Q2 2024 Jul 12, 2024	BUY	$37.95 - $41.03 $1.8 Million - $1.94 Million	47,378 New	47,378 $1.87 Million

Others Institutions Holding XJH

# of Institutions

165

Shares Held

5.5M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Francis Financial, Inc. Ishares Tr Esg Screened S&P Mi Transaction History